Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Sudbury, MA

Every SEC-registered financial advisor at a firm office in Sudbury who lists the Certified Financial Planner designation, A to Z.

4 CFP professionals work in Sudbury; the most are at Cio Wealth Management, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Sudbury, A to Z

Every advisor in Sudbury →

Cheryl A. CostaWoodside Wealth Management · Certified Financial Planner
Clark McMahonKayne Anderson Rudnick Investment Management, LLC · Certified Financial Planner
William T. Spencer IIIOsaic Wealth, Inc. · Certified Financial Planner
Andrew R. SullivanCio Wealth Management, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Sudbury

Cio Wealth Management, Inc. 1 Kayne Anderson Rudnick Investment Management, LLC 1 Osaic Wealth, Inc. 1 Woodside Wealth Management 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

Boston 391 Waltham 92 Needham 60 Westborough 43 Burlington 41 Wellesley 40 Westwood 36 Braintree 35 Danvers 31 Hingham 27 Lexington 25 Newton 25 Andover 24 Woburn 24 Worcester 24 Norwell 22 Wakefield 22 Framingham 21 Plymouth 18 Beverly 15 Cambridge 14 Lynnfield 14 Walpole 14 North Andover 13

Questions

How many CFP financial advisors are in Sudbury, MA?

4 SEC-registered investment adviser representatives at firm offices in Sudbury, Massachusetts list the CFP designation; Cio Wealth Management, Inc. employs the most of them (1).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Sudbury?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.